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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 3pm

Macco Financial Group

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Green Bay, WI
Macco Financial Group

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You deserve financial advisors who are contemplating your future, developing plans and investment strategies that will serve you now and through retirement.

Our mission is providing down-to-earth advice from a team of accredited professionals. Macco Financial Group, Inc. is an SEC registered investment advisor. Important Disclosure Information: https://www.maccofinancial.com/important-disclosures

10/29/2026

A while back, we became an SEC-registered investment advisor, which means the SEC can come in and audit us directly. We still use the same custodian for client accounts, and if you were a client before the switch, you probably haven’t noticed anything different. That was the plan from the start.

The change gave us more freedom to do the things we think are important, including sharing this podcast across more channels. We get into the whole story in the full episode https://youtu.pulse.ly/vtlmyilq0l

10/27/2026

During the pandemic, prices didn’t jump right away because there was nowhere to spend the money. The stimulus was already in the system, though, and once things opened back up, all of it went chasing the same goods. That’s the textbook definition of inflation, too much money and not enough to buy, and it’s still baked into the prices you pay today.

In the full episode, we talk about why this could end up having a bigger impact on your finances than the recent tax changes. Full episode here: https://youtu.pulse.ly/xgn3cdfovc

10/23/2026

Not sure if it's the right time to talk to an advisor? If you're three to five years out from retirement, it usually is. No pressure, just a conversation about where things stand and what's worth looking at next.

10/21/2026

Forward-looking tax planning. Most advisors around here never touch it. For us, it's the whole point.

10/19/2026

One minute on the difference between filing your taxes and actually planning around them, and why that gap costs people more than they realize.

10/16/2026

Before Patrick Stoa was a certified financial planner, he spent years selling printing, and he'll be the first to tell you it was boring compared to financial planning.

About 10 years ago he made a mid-career change into this work, and today he's one of the owners here at Macco Financial Group. He's glad he made the jump, mostly because it means he gets to help people out every day.

10/15/2026

💚 We loved being part of Wealth Management Day at UW–Green Bay!
Our President, Mike Macco, CFP®, had the opportunity to serve as a discussion panelist, alongside attendance from Morgan Cain, CFP® and Patrick Stoa, CFP®.
We’re proud to support UWGB’s financial planning program and are passionate about helping the next generation of financial planners learn, grow, and succeed! 📈

10/14/2026

"We have savings, a 401k, and no idea if it's enough." That's meeting one, almost word for word, every time

10/12/2026

We started in one office in Green Bay in 2004. Today we've got clients in 21 states, and we've reviewed our own processes and improved every year.

10/09/2026

It happens almost every meeting. Someone finally says out loud what they've been carrying quietly, that they don't actually know if they have enough. That's not a mistake.

That's exactly why meeting one exists.

Address

Green Bay, WI

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 3pm

Telephone

+19206176830

Website

http://www.maccofinancial.com/

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